Director of Client Insights empowering beauty & wellbeing clients with Circana’s data and software solutions. Collaborating cross - functionally to deliver insights - driven recommendations and drive client growth.
About the role
- Senior Manager responsible for client relationship management and growth in the retirement sector. Leading efforts to enhance client satisfaction and achieve sales targets across the west coast market.
Responsibilities
- Responsible for the growth and nurturing of the west coast mid-large market client book in the retirement business
- Accountable for growing lifetime value with existing clients
- Driving client satisfaction and delivering on sales goals
- Client retention & satisfaction and building commercial capabilities across the team
- Manages staff and provides guidance, coaching, training, and motivation as necessary to develop staff
- Responsible for retention, satisfaction, and growth of clients within their assigned segment
- Coaches crew to strategically navigate organizations with a strong commercial orientation
- Responsible for setting a clear growth and retention strategy for assigned market segment
Requirements
- Eight years financial services experience
- At least four years in a senior level client or prospect relationship role
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree preferred
- Job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)
Benefits
- Flexible working model
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Technical Application Specialist at Thermo Fisher Scientific providing expert technical support and guidance for clinical diagnostics solutions. Drive sales, develop opportunities, and strengthen stakeholder relationships in Middle East markets.
Sales Enablement Specialist supporting sales team operations, facilitating communication, and executing sales activities for NFP. Requires strong organizational skills and collaboration across departments in a fast - paced environment.
Participants in the SMART Program acquire a diverse skill set in underwriting, marketing, and sales. Engaging in training to develop impactful sales strategies within Westlake Financial.
Sales Associate engaging customers and providing product suggestions at Anthropologie. Building relationships and ensuring a positive shopping experience in Durham, North Carolina.
Sales Associate at Crocs delivering exceptional consumer experiences and supporting retail operations. Collaborating with team members to achieve company goals in a dynamic retail environment.
Seasonal Sales Associate providing a genuine experience to customers at Urban Outfitters. Driving sales through brand representation and personalized customer interaction.
Seasonal Sales Associate contributing to driving sales through genuine customer interactions at Anthropologie. Engaging customers and supporting a positive store atmosphere.
Sales Associate focusing on driving sales through personalized customer interactions at Anthropologie. Engaging with customers and maintaining high operational standards in - store.
Spare Parts Sales role at Big Dutchman managing technical client needs and supplier relationships. Emphasizing efficiency in stock strategy and customer communication.